Deron
Kennedy

Equitable Advisors, LLC

CRD#3237952
Investment Advisor
in Morristown, NJ

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About this Advisor

Deron Kennedy is a financial advisor based in Morristown, New Jersey with 10 years of industry experience. Kennedy works at Equitable Advisors, LLC. Throughout their career, Kennedy has worked at Princeton Review, Axa Advisors, LLC and Equitable Advisors, LLC. Kennedy maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in Connecticut, Florida, New Jersey and New York. Equitable Advisors, LLC is a registered investment business that has its headquarters in New York, NY. The firm has offices in 885 locations and a total of 5,251 people on staff. It manages $25 billion in assets under management between its 75,222 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 client accounts, 42% are held by high-net-worth investors who have at least $1 million in assets. Equitable Advisors, LLC offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which service is offered. However, fee types charged by Equitable Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

55 Madison Avenue Suite 400
Morristown, NJ 07960

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

NJ Average: $7,464,549,021
Total Number of Employees

5,251

NJ Average: 88
Total Number of Accounts

75,222

NJ Average: 3,892
Average Account Size

$326,438

NJ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Deron Kennedy Work History

Deron has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Equitable Advisors, LLC

2013 - 2020 (7 years)

Axa Advisors, LLC

2009 - 2013 (4 years)

Princeton Review

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Deron Kennedy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equitable Advisors, LLC

Brian Kelly
Houston, TX
Delawar Roashan
New York, NY
William Sorrentino
Edison, NJ
Matthew Chirico
Stamford, CT
Jeffrey Desmarais
Shelton, CT
Clay Knuth
Tampa, FL
Steven South
Selma, AL
Michael Stenach
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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